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Taylor Morrison Home (TMHC) investor relations material
Taylor Morrison Home Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Q3 2025 delivered 3,324 home closings and $2.0 billion in revenue, with net income of $201 million ($2.01 per diluted share) and adjusted net income of $211 million ($2.11 per share), despite challenging market conditions and macroeconomic uncertainty.
Maintained strong liquidity of $1.3 billion and a well-capitalized balance sheet, supported by disciplined cost management, strategic pricing, and effective inventory controls.
Focused on operational efficiency, digital innovation, and customer experience, with continued investment in incentives, tech-enabled sales tools, and community-specific strategies.
Financial highlights
Q3 2025 total revenue was $2.10 billion, down 1.2% year-over-year; home closings gross margin was 22.1% (adjusted 22.4%), and SG&A as a percentage of home closings revenue improved to 9.0%.
Net sales orders declined 13% year-over-year to 2,468, with a cancellation rate of 15.4%.
Book value per share increased 15% year-over-year to $61.95; return on equity was 14.3% on a trailing twelve-month basis.
Net homebuilding debt to capitalization ratio was 21.3% at quarter-end.
Repurchased 1.3 million shares in Q3 for $75 million; year-to-date repurchases total $310 million, with $600 million remaining authorization.
Outlook and guidance
Q4 2025 guidance: 3,100–3,300 home closings, average closing price ~$590,000, gross margin ~21.5%.
Full-year 2025 guidance: 12,800–13,000 home closings, average closing price ~$595,000, GAAP gross margin ~22.5%, adjusted gross margin ~23%.
Homebuilding land and development spend projected at ~$2.3 billion for 2025.
Over 100 new communities to open next year, supporting mid to high single-digit outlet growth.
Continued focus on cost management, digital innovation, and community-specific strategies to navigate market volatility.
Impact of rising Q3 cancellation rates?
What explains West vs. Central performance gap?
Future impact of land-lighter strategy and supply?
Outlook for further land deal renegotiations?
Yardly scaling pace and capital deployment?
Regional market divergence or convergence?
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Next Taylor Morrison Home earnings date
Q4 202511 Feb, 2026
Next Taylor Morrison Home earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
Taylor Morrison Home Corporation is a homebuilding company engaged in the design, construction, and sale of single-family and multifamily residences. It operates across several U.S. states and serves a broad customer base including first-time, move-up, and active adult homebuyers. The company also provides financial services related to mortgages and title insurance. It is headquartered in Scottsdale, Arizona, and its shares are listed on the NYSE.
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